An intelligent and easy-to-use resource with everything you need to know about Caribbean business.

We are your best way to research and stay ahead of financial markets in the Caribbean.

Have questions? Email us: join@moneymax101.com

  • Company & Fund Reports
    All information in one place
  • Portfolio Tracking
    Track your stocks and funds
  • Stock Screener & Reports
    Focus on stocks that matter
  • Fund Screener (beta)
    Dive into Unit Trusts & Mutual Funds
  • Alerts & Reports
    Breaking news, Market Updates...
  • Investor Community
    Questions, comments? Just ask!
  • Regional Market Access
    BSE, JSE, TTSE or All...
  • Key Ratios & Margins
    P/E, P/B, Profit Margin...
  • Shareholdings
    Top 10, Board & Snr Mgmt Holdings
  • People Profiles
    Board positions and shareholdings
  • Financials
    Key fundamentals to help your analysis
  • 15 Day FREE Trial
    No charge till day 16...
  • Beginner
  • Getting Your Feet Wet
  • Basic Access
  • Starter Portfolio
  • Basic
  • Basic
  • -
  • FREE. Let's Go
  • Investor
  • Knee High
  • Advanced
  • Advanced Portfolio
  • Advanced
  • Advanced
  • 1 Stock Exchange
  • Annual Ratios
  • Try For FREE
  • Analyst
  • Up To Your Waist
  • Full Access
  • Advanced Portfolio
  • Advanced + Historical
  • Advanced + Historical
  • All Caribbean
  • Annual + Quarterly
  • Coming Mid 2017
  • Trader
  • Rollin' In the Deep
  • All Caribbean
  • Annual, Quarterly + Historical
  • Coming Mid 2017

Download the full comparison chart here. Pdf


Features & Benefits

Company Reports

Access company reports on over 150 companies, listed on the Jamaica, Trinidad & Tobago, Barbados and other stock exchanges combined. Our reports are detailed and give a comprehensive look at a company’s performance by diving in to each area, all in one place, in an organized manner.

Use our company reports to:

  • Research individual companies or groups of companies
  • Analyze and evaluate companies
  • Make better-informed decisions

Portfolio Tracking

Track your stocks, mutual funds (beta) and more in our portfolio tracking tool.

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Use it to:

  • Monitor your portfolio’s performance
  • Benchmark overall return and return by industry/sector
  • See relevant ratios for each stock at a glance
  • Get alerts on portfolio movements

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Stock Screener

  • Highlight stocks that meet your minimum requirements and find promising opportunities

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Fund Screener

  • Zone in on funds that meet your criteria. Sort and filter by manager, ratios, risk and return to create your own winning watchlist.

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Free Trial

We’re looking out for you. If any time during your first 15 days, you feel that a MoneyMax101 Pro Account is not for you, cancel and you will not be charged – no questions asked.

What Information Does MoneyMax101 Include?

Majority of our information is from publicly listed companies. Public companies are required to file accurate and timely reports with regulators. We complement company filings and reports with our own research, publicly available data and other research on mergers & acquisitions and deals.

MoneyMax101 includes:

Company reports

  • Company description and background
  • Stock price movement, analysis and graphs
  • Industry classification according to The Global Industry Classification Standard (GICS) standards
  • Company financials in a standardized format with almost 20 balance sheet & profit and loss items and 15 ratios
  • Financial and publication dates including year-end, audited, and quarterly dates
  • Unique identifiers including stock exchange symbols

 

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  • Related news and announcements
  • Information on people, including advisors, auditors, board members, directors and other contacts
  • Shareholdings for top 10 shareholders, board members and senior management
  • Comparisons for related companies and competitors (ratios, market capitalization and share price movement)
  • Independent analysis including analyst ratings from brokers along with our proprietary analysis
  • Links to company websites, social media, and stock exchange pages

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Fund reports (beta)

  • Fund objective, investment makeup and year started
  • Fund price movement, analysis and graphs
  • Fund currency, tax status, benchmark and risk rating
  • Investment fees and amounts including minimum units/amount, minimum holding period, related charges and fees/penalties
  • Risk and strategy including fund composition, style, horizon and country
  • Management and governance – trustee, manager, registrar and administrator
  • Advisors
  • Fund financials in a standardized format with balance sheet, profit and loss items and ratios
  • Financial and publication dates including year-end, audited, and quarterly dates
  • Unique identifiers including stock exchange symbols (where applicable)
  • Related news and announcements
  • Information on people, including advisors, auditors, board members, directors and other contacts
  • Shareholdings for top 10 shareholders, board members and senior management
  • Comparisons for related funds (ratios and price movement)
  • Independent analysis including analyst ratings from brokers along with our proprietary analysis
  • Links to fund websites and social media pages

Coverage

MoneyMax101 covers over 180 listed securities around the Caribbean in a detailed standardized format.

  • Barbados – over 25 securities
  • Bahamas – building our database
  • Eastern Caribbean – building the database
  • Jamaica – over 111 securities
  • Trinidad & Tobago – over 45 Companies

We complement company filings and reports with our own research, publicly available data and other research on mergers & acquisitions and deals.

How Can It Help You?

MoneyMax101 is easy to use and helps you navigate and analyze data quickly and easily.

You can use it across a range of business functions and platforms, as a standalone database or combined with a special customized solution.

Specifically, you can:

  • Search by multiple criteria
  • Do detailed analysis on a company, fund or person – including our complementary information including M&A deals and rumours, news and market research
  • Refer to original filings using our library of organized PDFs
  • Watch companies, funds and people using our alert systems
  • Look at a company’s corporate ownership structure and even find all companies with similar ownership or management

The company reports are in a detailed standardized format comparable to other international reporting standards.

Frequently Asked Questions

  • How often is this updated? – We aim to update all company results and financials within 24 – 48 hours of publication.
  • How accurate is this? – We manual go through each original published report and curate the necessary figures and ratios. We calculate our ratios based on the actual financials and update as necessary
  • What about de-listed, start-ups and private companies? – De-listed  companies are included based on the last publicly available information. Some private company, and start-up information  is included as well, where available.

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